Marion Wealth Management
VOT icon

Marion Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Marion Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.8M Buy
64,360
+1,577
+3% +$472K 3.7% 5
2026
Q2 		$19.2M Buy
62,783
+2,405
+4% +$694K 3.91% 4
2026
Q1 		$15.5M Buy
60,378
+4,720
+8% +$1.3M 3.44% 7
2025
Q4 		$15.7M Buy
55,658
+1,179
+2% +$337K 3.49% 7
2025
Q3 		$16M Sell
54,479
-722
-1% -$208K 3.8% 5
2025
Q2 		$15.7M Buy
55,201
+1,537
+3% +$396K 3.93% 5
2025
Q1 		$13.1M Sell
53,664
-1,884
-3% -$490K 3.51% 7
2024
Q4 		$14.1M Sell
55,548
-75
-0.1% -$19.3K 3.74% 6
2024
Q3 		$13.5M Buy
55,623
+2,113
+4% +$492K 3.61% 6
2024
Q2 		$12.3M Buy
53,510
+571
+1% +$131K 3.61% 6
2024
Q1 		$12.5M Sell
52,939
-1,006
-2% -$225K 3.73% 6
2023
Q4 		$11.8M Buy
53,945
+2,370
+5% +$474K 3.79% 6
2023
Q3 		$10M Buy
51,575
+1,083
+2% +$221K 3.54% 6
2023
Q2 		$10.4M Buy
50,492
+1,009
+2% +$196K 3.69% 6
2023
Q1 		$9.6M Buy
49,483
+3,816
+8% +$731K 3.6% 7
2022
Q4 		$8.21M Buy
45,667
+9,616
+27% +$1.74M 3.46% 7
2022
Q3 		$6.15M Buy
36,051
+3,135
+10% +$593K 3.16% 9
2022
Q2 		$5.77M Buy
32,916
+8,358
+34% +$1.62M 3.02% 8
2022
Q1 		$5.47M Buy
24,558
+477
+2% +$105K 2.67% 10
2021
Q4 		$6.13M Buy
+24,081
New +$6.07M 2.91% 9

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Marion Wealth Management's VOT Position: Q3 2026 in Review

Marion Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q3 2026, buying an estimated $472K and bringing the position to 64,360 shares worth $18.8M. The position accounts for 3.7% of the portfolio, ranked #5.

Marion Wealth Management first reported a position in VOT in Q4 2021 and has held it in 20 quarters since. The position peaked at $19.2M in Q2 2026. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Marion Wealth Management held 64,360 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $18.8M as of Q3 2026.
  • Marion Wealth Management bought 1,577 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $472K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 3.7% of Marion Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Marion Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Marion Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $19.2M in Q2 2026.
  • 785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.